I have used the CD version of TT Home and Business for years because my spouse had a small business. But, I was suddenly widowed in Nov 2022 and could not participate in the business after that. So, I did the final business tax return for 2022 to close the business.
For 2023, I had only a very small pension, interest from savings, and will do Traditional to ROTH conversion before the end of the year, hopefully. I had no earned income.
I do not know what I will be doing in 2024. I have considered working for myself, but don't know, yet.
I am wondering if there will be any issue if I get 2023 TT Basic, Deluxe, or Premier (not sure which can cover a conversion), or if I will lose information I might need if I then need the Business version for 2024.
If I don't need to keep using the Business version, can you tell me which product would cover the conversion? I've never used Basic. I do not have dependents or rental property and will file Single.
